Filed January 6, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ECKHOFF AND COMPANY1 year Service code 10 · EIN 68-0006364 145 NORTH REDWOOD DRIVE · SAN RAFAEL, CA 94903 | Accounting | $11,000 |
PENTEGRA SERVICES, INC.2+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $7,848 |
RELIANCE TRUST COMPANY2+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 ONE LINCOLN STREET · BOSTON, MA 021112900 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,131 | $71,802+3.2% | $133,975-44.7% | $57,658+28.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 10.74% | 13.51%-2.8pp | 29.29%-18.5pp | 5.13%+5.6pp |
| Employer contribution / active EE | $2,302 | $3,161-27.2% | $5,211-55.8% | $1,974+16.6% |
| Participant deferral / active EE | $6,134 | $4,606+33.2% | $6,282-2.4% | $3,061+100.4% |
| Admin fee / account holder | $568 | $88+548.5% | $9,324-93.9% | $95+501.4% |